Configuring People Screen Fields [OLD]

If you are just getting started with ChurchTrac, it is important to set up the fields on the People screen based on how your church wants to enter and track information on people and families.

Built-In Fields

First, you will want to edit the built-in fields, like Member Status. These lists come with some default options, but you can customize the options to add, edit or remove the entries available in the list. First, navigate to the People screen and click on a name in your list to load their profile. Next, click the Edit button to make changes to the profile. In "Edit" mode, you'll notice that the selection lists, like Member Status, have an Edit link next to the title, as displayed below.

This opens a dialog and allows you to customize the entries that appear in this list. The default provided options may be sufficient, or you can add your own. There are several other lists that you can edit on the People screen when editing a person's profile.

User-Defined Fields

If there's a field you need that isn't provided, you can create your own custom field. Click the Setup dropdown on the People screen toolbar and choose User-Defined Fields.

Here you can add fields that apply to individuals, or families. Individual fields will appear in the top section of a person's profile, whereas family fields will appear at the bottom of the profile with the other family fields.

For detailed help with setting up User-Defined fields, be sure to check out our article.